Elder Law and Special Needs Section

1:30 p.m. – 1:55 p.m.

Introduction, Business Meeting

Speaker

Britt Burner, Esq. | Burner Prudenti Law, P.C. New York, NY

1:55 p.m. – 2:00 p.m.

Break

2:00 p.m. – 3:15 p.m.

I. Elder Law & Special Needs Update

First, an update of all important laws, cases or issues that affect elder law and special needs practice in New York State with an additional update on laws, cases and issues that affect the practice of elder law and special needs nationwide.

• NYS Update
• National Update with Local Impact

Speaker

JulieAnn Calareso, Esq. | Gleason Dunn Walsh & O'Shea Albany, NY

Tara Anne Pleat, Esq. | Wilcenski & Pleat PLLC Clifton Park, NY

3:15 p.m. – 4:05 p.m.

II. Medical Aid in Dying: Ethical Issues

This panel will examine New York’s Medical Aid in Dying Bill in the broader contexts of the existing palliative and end-of-life care continuum in New York and evidence of persistent inequities in access to care. Panelists will discuss the work of the New York State Bar Association Medical Aid in Dying Task Force in addressing the range of medical, spiritual, health and public health policy, and ethics issues related to end-of-life care, including the proposed legislation. The panel will address the financing of care, design of workforce education and training, advancing the goals of equity across diverse populations and communities, expected regulatory trends, and counseling providers on navigating complex care environments.

Speaker

John Henry Tator Dow, III, Esq. | Trinity Health Voorheesville, NY

Edward F. McArdle, Esq. | SUNY Upstate and Cornell Law School Syracuse, NY

Mary Beth Quaranta Morrissey, PhD, MPH, JD | Yeshiva University New York, NY

4:05 p.m. – 4:20 p.m.

Break with Exhibitors

4:20 p.m. – 5:10 p.m.

III. Understanding Investments for You and Your Clients

Identifying different assets and how to address and handle in your ELSN Planning, along with tax planning concepts for the ELSN Attorney and review of different financial products, Social Security & IRA planning including current SECURE ACT issues.

Speaker

Donna Stefans, Esq. | Stefans Law Group PC Woodbury, NY

5:10 p.m. – 6:00 p.m.

IV. Medicaid and Estate Planning that Leads to Litigation

While Medicaid planning is a subset of estate planning, the focus on trusts, gifting, and the reduction of assets can lead to family disagreements and litigation. This is especially true as many clients have diminished capacity and other health issues and transfers may favor exempt donees but cause distributions to be uneven among family members. The panel will address how these issues can occur and the best ways to prevent them from happening.

Speaker

Bret Cahn, Esq. | Farrell Fritz, P.C. New York, NY

Regina Kiperman, Esq. | RK Law PC New York, NY

6:30 p.m. – 8:30 p.m.

The Elder Law and Special Needs Section CLE Reception

3 West Club | 3 West 51st Street (at 5th Avenue), New York, 10019 | Cost: $95.00
Preregistration is required to attend the reception. Please be sure to add the reception as part of your event registration if you plan to attend.
Sponsored by: Trusted: The Surplus Solution